Broad Oaks Consulting, LLC’s Post

💡 Tax-Saving Tip for Business Owners 💡 Did you know that making a charitable gift before selling your business could save you hundreds of thousands in taxes? Check out Matt Pardieck's book, The Bottom Line of Happiness, to discover how charitable giving, paired with tools like charitable remainder trusts, can benefit you and your loved ones while supporting the causes you care about most. Learn more here: https://bubli.sh/Fcq9Pas #BusinessSale #CharitableGiving #TaxPlanning #WealthManagement #Philanthropy

Retirees often have a heart for philanthropy, but many feel they could do more. At Tayler Insurance & Estate Planning, we show you how to maximize your charitable giving while being tax-efficient. Why pay taxes when you can give back instead? Let’s explore how you can make a greater impact with your generosity. Contact us today at https://lnkd.in/dAgTZUXs #Philanthropy #CharitableGiving #TaxPlanning

Tax season isn't just about numbers, it's an opportunity for meaningful conversations. Delve into strategic charitable planning with your clients using insights from our Professional Advisors Blog, like the link below on how to maximize the impact of charitable gifts while optimizing tax benefits📝

💡 Tax-Saving Tip for Business Owners 💡 Did you know that making a charitable gift before selling your business could save you hundreds of thousands in taxes? Check out Matt Pardieck's book, The Bottom Line of Happiness, to discover how charitable giving, paired with tools like charitable remainder trusts, can benefit you and your loved ones while supporting the causes you care about most. Learn more here: https://bubli.sh/Fcq9Pas #BusinessSale #CharitableGiving #TaxPlanning #WealthManagement #Philanthropy

💡 Tax-Saving Tip for Business Owners 💡 Did you know that making a charitable gift before selling your business could save you hundreds of thousands in taxes? Check out my book, The Bottom Line of Happiness, to discover how charitable giving, paired with tools like charitable remainder trusts, can benefit you and your loved ones while supporting the causes you care about most. Learn more here: https://bubli.sh/Fcq9Pas #BusinessSale #CharitableGiving #TaxPlanning #WealthManagement #Philanthropy

Have you thought about how you want to protect your wealth for future generations? Take time this year to review your estate plan, update beneficiaries, and consider charitable giving strategies. A little planning today can have a big impact tomorrow. #estateplanning #financialadvisors

This holiday season, consider setting a budget for charitable giving! Planning ahead lets you make a meaningful impact on causes you care about while keeping your finances on track. Let’s make this season one of kindness and thoughtfulness. #HolidayGiving #BudgetSmart #GiveBack

Fall and philanthropy go together like caramel and apples. Why? It gives you plenty of time to build an impactful charitable giving plan and act on all the activities you want to claim before the December 31st tax deadline. For tips to help you get started, visit https://lnkd.in/gvtqbpMs \#taxeffectivegiving \#vanguardcharitable \#donoradvisedfund

Charitable giving is one of the most meaningful ways you can make an impact. This webinar explores three unique strategies to maximize an individual’s charitable inclinations while considering their financial needs and optimizing tax benefits. #charitablegiving #giveback #financialplanning Presented by: Harmony Wagner, CFP®, CPWA® and Catherine Buck

This holiday season, consider setting a budget for charitable giving! Planning ahead lets you make a meaningful impact on causes you care about while keeping your finances on track. Let’s make this season one of kindness and thoughtfulness. #HolidayGiving #BudgetSmart #GiveBack